Filed January 10, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,037 | $37,117-24.5% | $147,618-81.0% | $55,191-49.2% |
| Participation rate | 21.2% | 63.6%-42.4pp | 84.6%-63.4pp | 69.2%-47.9pp |
| Annual return | 9.19% | 3.44%+5.7pp | 61.98%-52.8pp | 10.78%-1.6pp |
| Employer contribution / active EE | $270 | $1,620-83.3% | $5,565-95.1% | $1,899-85.8% |
| Participant deferral / active EE | $454 | $1,985-77.1% | $4,895-90.7% | $3,046-85.1% |
| Admin fee / account holder | $19 | $86-77.4% | $11,612-99.8% | $91-78.7% |